Leesa Valdez, financial advisor Salt Lake City UT
93 score

Leesa Valdez

CRD Number: 5570145
Current Firm: Valic Financial Advisors, Inc.

Leesa Valdez (CRD# 5570145) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Salt Lake City, UT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Reno, NV Nov 2013 - Current 3
Wells Fargo Advisors LLC Farmington, UT Jan 2011 - Nov 2013 2
Wells Fargo Bank, Na Farmington, UT Apr 2006 - Nov 2013 7
Wells Fargo Investments Riverdale, UT Jul 2008 - Jan 2011 2
Maw's Fitness Inc. Ogden, UT Feb 2002 - Jul 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Leesa L. Valdez
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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